Creating a report type in Salesforce is an essential feature that allows users to generate custom reports that meet their specific business needs. Essentially, a report type defines the relationship between different objects in Salesforce and provides a basis for building reports that span across those objects.
In Salesforce, reports are used to analyze and display important business data in a visual format. By creating a report type, users can generate custom reports that span across multiple objects and provide insights into complex business processes. For example, a this might be created to display the relationship between accounts, contacts, and opportunities in a sales pipeline.
The benefits of creating a report type in Salesforce are numerous. First, creating a report type can save time and improve efficiency, as users can generate custom reports that meet their specific business needs without having to rely on pre-built reports. Second, creating a report type can provide valuable insights into complex business processes, allowing users to make informed decisions and take action as needed. Third, creating a report type is highly customizable, allowing users to choose the objects, fields, and filters that are most relevant to their workflow and processes.
Youtube Video
With that being said, I want to mention we have a video on how to create a new report type. This is on the Salesforce Emily youtube channel.
The tutorial is embedded, keep scrolling to see the step-by-step tutorial!
Step by Step Tutorial
The first thing you’ll need to do is head to setup in salesforce.
To do this click the gear icon then click setup.
Then in the quick find search for report types and double click.
Once there it will guide you through the different options you have.
Then click continue.
Then enter in the metadata you will need.
Anything with a red bar next to it is required.
Then select a primary object to have the main data brought in from.
Then if you would like a secondary object click on the box and select the object.
Note these objects must be related to report on them together.
Then click save and deploy!
Finally, on the front end of salesforce validate that this new report type has been successfully deployed.
Conclusion
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Check out the Salesforce Emily youtube channel here.
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